Wealth Protection

Wealth Protection involves a detailed plan which is focused on protecting your existing wealth that you have built up over time. There are many factors that can be detrimental to your wealth position and its future growth, a wealth protection plan seeks to mitigate those risks. In most cases this will incorporate a variety of insurance products to protect you, types of insurance vary depending on your assets and personal circumstances.

However it also includes other factors such as retirement planning, asset allocation of your investments (diversification), estate planning and aged care considerations.

The information (including taxation) in this website does not consider your personal circumstances and is of a general nature only – unless otherwise stated. You should not act on the information provided without first obtaining professional advice specific to your circumstances.